Customized Schedule > Detail

Use the Customized Schedule > Detail page to view or edit the details of the selected customized schedule. Use this activity also to create and delete customized schedules. All modifications to a customized schedule are tracked in the History.

Field Description
Provider Displays the name of the selected Provider and allows you to clear and search for a different Provider.
Schedule Name

Displays the name of the schedule.

Active

If checked, the schedule will only show when it is active. If unchecked, the schedule will show even if is no longer active. The selection of Active determines if the schedule is used in payment calculations.

Category

Displays the category assigned to the schedule.

Start Date Displays the start date of the schedule.
End Date Displays the end date of the schedule.
Start Time Displays the beginning time of the schedule.
End Time Displays the end time of the schedule.
Use this button next to the day of the week to clear the times entered for the selected day.
Use this button to populate the Start and End times across Monday, Tuesday, Wednesday, Thursday and Friday if those days have the same Start and End times. Note: The button is disabled if there are no times entered for Monday.
Use this button to populate the Start and End hours across all the days of the week, including Saturday and Sunday, if those days have the same Start and End Times. Note: The button is disabled if there are no times entered for Monday.
Use this button to remove the hours for all days in the week.
Unassigned Children Lists all children associated with the Provider who are not currently assigned to the schedule. The child's Case Number and Date of Birth appear in parenthesis next to the name.
Filters

Click to select the filters available for the children. Check the appropriate checkboxes to filter the unassigned children to those that match the checked age groups. Note: If no filter is selected, the results will include all children.

Image displaying the age groups filters available for the children

Assigned Children Lists all children associated with the Provider who are currently assigned to the schedule. The child's Case Number and Date of Birth appear in parenthesis next to the name. The payments for these children will be affected based on the times entered.
Image displays the button to press if you would like to view additional information on the list of assigned children. Use this button to review additional information about the assigned children list.
Use this button to assign the selected children to the schedule.
Use this button to unassign the selected children from the schedule.
Use this button to assign all children in the list to the schedule.
Use this button to unassign all children in the list from the schedule.

Add a Customized Schedule

  1. Select the Customized Schedule activity from the Navigation Bar.
  2. Open the Detail page.
  3. Press New.
  4. Image showing the fields when creating a new Customized Schedule

  5. The Provider field may be populated. Press An image showing an "X" to clear a previously made selection next to the Provider selector if you would like to clear the selection and re-enter the desired search parameters.  For additional information on searching for a Provider, refer to Customized Schedule > Search.
  6. A Provider and a Category need to be selected in order to view all fields and create a new Customized Schedule.
  7. Enter a Name for the new Customized Schedule. Note: If a provider tries to use the exact same name of a customized school schedule that another provider is already using, upon saving the record, the provider number of the second program is inserted at the end of the customized school schedule name to make the schedule names unique between providers.
  8. Click on the checkbox to select whether this is an Active schedule.
  9. Select the Start Date and the End Date range by typing the dates in the corresponding fields or use the Calendar button.
  10. Enter the Start Time and End Time for the Customized Schedule.

  11. The Unassigned Children field lists the names of all subsidized children associated with the Provider who are not currently assigned to the schedule. The Assigned Children field lists the names of all children associated with the Provider who are currently assigned to the schedule. The child's Case Number and Date of Birth appear in parenthesis next to the name. Using the arrows previously described you can move the names of the children from one list to the other to assign or unassign a Customized Schedule.
  12. Enter the information about the Customized Schedule into the appropriate fields.  You can navigate between fields using the tab key or by clicking on each field.
  13. Press Save.

Notes: When submitting attendance for the months October through April for school-age children, a customized school schedule must cover the entire attendance period being submitted. When submitting attendance periods for the month of September, the child is only required to have a customized school schedule that includes September 30th. When submitting attendance periods for the month of May, the child is only required to have a customized school schedule that includes May 1st. If the dates and times entered do not meet the Category requirements, KinderConnect generates an error message and the record will not be saved.

Edit a Customized Schedule

  1. Select the Customized Schedule that you would like to edit.
  2. Make the necessary changes.
  3. An image showing how to save a customized schedule

  4. Press Save.
  5. Enter the reason for making changes to the Customized Schedule.
  6. Image showing where to enter the reason for updating the customized schedule

  7. Press OK.

Note: When editing a Customized Schedule, if it has been previously modified at the Child Level, KinderConnect issues a Confirm Override warning message prompting the user to confirm if the previously made child level modifications should be replaced with the modifications now being made to the Customized Schedule.

An image showing the warning message informing the user that the customized schedule he/she is trying to delete has been modified at the child level

Delete a Customized Schedule

  1. Select the Customized Schedule that you would like to delete.
  2. Press Delete.
  3. An image showing how to delete a customized schedule

  4. The system prompts you to confirm deletion. Press OK to proceed.

Note: If a Payment has been made using this Customized Schedule, the Delete button will not be available.

History

To view the history of all changes made to a Customized Schedule:

  1. Press History.
  2. An image showing how to see the history of a customized schedule

  3. A table listing the history of all changes made to the selected Customized Schedule displays. If necessary, use the vertical and horizontal scroll bars to view additional records and columns, or click on the page number to move from one to another.
  4. An image showing the history of a customized schedule

  5. Press Close to exit.